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How to Import Your Employee Directory from HRIS

Swif can import employees from your HRIS or identity provider, and keep them in sync, so your employee directory in Swif stays up to date.


Connect your HRIS

  1. In Swif, go to Employee Manager > All Employees.

  2. Click Connect HRIS.

  3. Click Connect New HRIS, and choose your provider:

  4. Follow the steps to sign in to your provider.

  5. When the connection is complete, click Finish Setup.

  6. Choose what to import:

    • Full import: everyone

    • Limited import: only some employees

Tip: Start with a limited import, to check the employee list and their details. Then switch to a full import when you're ready.


Turn on automatic sync (optional)

After you import, Swif can keep your directory in sync automatically.

  1. On the Sync with HRIS page, find your HRIS connection.

  2. Turn on the toggle in the Automation column.

Import

New hires added automatically

Changes to existing employees updated, such as an address

Full import

✅

✅

Limited import, by users

—

✅

Tip: To add new hires to Swif automatically, use Full import with automatic sync on.


Importing people you removed

If you import someone whose email Swif already has, as a deleted, deactivated, or offboarding employee, Swif reactivates their existing record, and updates it from your HRIS. It doesn't skip them, or create a duplicate.

The email belongs to

What Swif does

A deleted, deactivated, or offboarding employee in your team

Reactivates their record, with the new details. Their history is kept.

An employee with offboarding scheduled, but not started

Reactivates them, and cancels the scheduled offboarding

An employee whose offboarding has already started

Doesn't reactivate them. Review the offboarding first.

An active employee

Updates them. No duplicate is created.

A removed employee in another team in your organization

Doesn't import them. The other team's record isn't changed.

Emails are matched regardless of capital letters.

This applies to imports you start, including full imports, and syncing groups or OUs. Automatic sync doesn't reactivate removed employees, so someone you removed doesn't come back without you choosing to import them.

For other ways to add employees back, see Onboard New Hires with Swif.


Troubleshooting

The import finished, but some employees weren't added

  • They were removed before: start the import again. Swif reactivates people you deleted, deactivated, or were offboarding.

  • Their offboarding has already started: Swif doesn't reactivate them. Review the offboarding first.

  • They're in another team in your organization: Swif doesn't move people between teams.

  • Limited import: check that they're in the users or groups you chose.

Someone I removed came back

Only imports you start reactivate removed employees. Check whether someone ran an import, or added the employee manually, in Audit Trails.

New hires aren't added automatically

Check that automatic sync is on, and that you're using Full import. Limited imports by user don't add new hires.


Related resources

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